Bula Network Coaching Assessment – A Deeper Dive

This assessment and the information contained herein is PROPRIETARY and CONFIDENTIAL. Bula Network, LLC will not share any of this information, ever!
I encourage you to complete this in a single sitting, during a quiet and uninterrupted time. This assessment is designed to provide me with a comprehensive overview, but it's also designed to help you better understand your situation. It will also give us some talking points for future sessions.

Contact Section

Name*

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Email*

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Constraints And Bottlenecks

All of us experience challenges that slow us down or stop us dead in our tracks. On a scale of 1 to 5, with 5 being "this is a serious problem" and 1 being "this isn't much of a problem at all" - please rate the following phrases or statements. NOTE: Enter a 0 if it doesn't apply to your situation. Not all questions allow a 0.

Getting new clients*

Please enter a value between 0 and 5.

Keeping in touch with existing clients*

Please enter a value between 0 and 5.

Organizing my schedule and work-flow*

Please enter a value between 1 and 5.

Accomplishing my schedule and work-flow*

Please enter a value between 1 and 5.

Using social / new media or digital marketing*

Please enter a value between 0 and 5.

Effective use of technology to make my work/business more efficient*

Please enter a value between 1 and 5.

Creating/buying profitable products/services to market and sell*

Please enter a value between 0 and 5.

Multiple revenue streams*

Please enter a value between 0 and 5.

Buying cycle (time span from marketing to actual purchase)*

Please enter a value between 0 and 5.

Repeat customers*

Please enter a value between 0 and 5.

Low or no revenue growth*

Please enter a value between 0 and 5.

Pricing my work*

Please enter a value between 0 and 5.

Controlling my costs*

Please enter a value between 0 and 5.

Turning down low profit work*

Please enter a value between 0 and 5.

Self-promotion*

Please enter a value between 1 and 5.

Managing distractions*

Please enter a value between 1 and 5.

Developing new services/products*

Please enter a value between 0 and 5.

Deepening my relationship with existing clients*

Please enter a value between 0 and 5.

Systems to help my business/organization grow or become more efficient*

Please enter a value between 1 and 5.

My family and other personal relationships*

Please enter a value between 1 and 5.

Capital*

Please enter a value between 0 and 5.

Cash flow*

Please enter a value between 0 and 5.

Customer base*

Please enter a value between 0 and 5.

Over-promising and under-delivering*

Please enter a value between 1 and 5.

Managing interruptions*

Please enter a value between 1 and 5.

Effective communication*

Please enter a value between 1 and 5.

Knowing-Doing Gap

Most of us have a wealth of knowledge that we may not be fully using. While it's easy to get hung up thinking about the things we may not know, we can often push forward faster by simply closing the gap between what we already know and what we're neglecting. The following statements are identical to the items in the previous section. Select the answer that best fits your situation.

Getting new clients*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

NA

Keeping in touch with existing clients*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

NA

Organizing my schedule and work-flow*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

Accomplishing my schedule and work-flow*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

Using social / new media or digital marketing*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

NA

Effective use of technology to make my business/organization more efficient*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

Creating/buying products/services to market and sell*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

NA

Multiple revenue streams*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

NA

Buying cycle (time span from marketing to actual purchase)*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

NA

Repeat customers*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

NA

Low or no revenue growth*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

NA

Pricing my work*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

NA

Controlling my costs*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

Turning down low profit work*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

NA

Self-promotion*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

Managing distractions*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

Developing new services/products*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

NA

Deepening my relationship with existing clients*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

NA

Systems to help my business/organization grow/become more efficient*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

My family and other personal relationships*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

Capital*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

NA

Cash flow*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

NA

Customer base*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

NA

Over-promising and under-delivering*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

Managing interruptions*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

Effective communications*

I know enough. I do enough.

I know enough. I don't do enough.

I don't know enough. I do what I know.

I don't know enough. I don't do enough.

Self-Examination

Quite often we struggle to see ourselves accurately. For example, most people hear themselves on an audio recording and immediately say, "That doesn't sound like me!" Meanwhile, all their friends hear it and say, "That's sounds exactly like you." We're simply not used to listening to ourselves. Take a few minutes and carefully answer the following questions with a TRUE or FALSE.

I achieve half of my daily goals by noon each day.*

True

False

I do my best work late in the day.*

True

False

I often feel like I'm chasing my tail.*

True

False

It's difficult for me to see my business/organization/department operating any differently.*

True

False

I love what I do, but I hate how inefficient I sometimes am at doing it.*

True

False

I hate what I do, but I love how efficient I am at doing it.*

True

False

I don't understand social media.*

True

False

People tell me I need to blog for business, but I don't have the time.*

True

False

NA

I work hard to make people like me.*

True

False

It's important for me to express my opinion.*

True

False

Email marketing is critical to my business/organization.*

True

False

NA

I know exactly the kind of help I need to improve my business/organization/department.*

True

False

I have some idea of the help I need, but I'm mostly worried about what I don't know.*

True

False

I use the term "someday" too much.*

True

False

Most months I feel like I earn what I'm worth.*

True

False

If I had to choose between TIME and MONEY, I'd choose TIME.*

True

False

I work more than 60 hours a week in my business.*

True

False

I enjoy collaboration.*

True

False

I'm easily distracted.*

True

False

I'm most effective when I'm in charge.*

True

False

I don't have time to learn the things that might help me.*

True

False

I feel like I waste time on social media (Facebook, Twitter, Linkedin, etc.).*

True

False

Most of my clients are in the area where I live and work.*

True

False

NA

I have an office or offline location where I regularly interact with customers.*

True

False

NA

Most of my work is done on the phone, not in person.*

True

False

I serve mostly individuals, not groups.*

True

False

I currently have more time than customers.*

True

False

NA

There's a list of people waiting to do business with me.*

True

False

NA

I get at least one customer complaint a month.*

True

False

NA

I get at least one unsolicited, positive customer testimonial a month.*

True

False

NA

Most of my new customers come from referrals.*

True

False

NA

Technology frustrates me.*

True

False

My business is mostly offline.*

True

False

NA

I wish more of my business were online.*

True

False

NA

I sometimes outsource work or the delivery of my work.*

True

False

All my clients pay on time, or in advance.*

True

False

NA

My accounts receivables are a real problem.*

True

False

NA

I don't worry too much about expenses if I can increase my revenues.*

True

False

NA

I personally know the top people in my industry.*

True

False

The top people in my industry know me by name.*

True

False

Nothing in my business is more important than increasing my net income.*

True

False

NA

Life and work balance is not a problem for me.*

True

False

I lean on others to help me when I get stuck.*

True

False

My business is a constant revenue roller coaster.*

True

False

NA

I'd rather find a free software solution than a paid one.*

True

False

Getting To Know You. Getting To Know All About You.

People have different reading, viewing, family and personal habits. These tend to be based on our interests. They serve to help us connect with like-minded people. They also bring us joy and contentment.

Name the last book you read.*

What was the last CD or downloadable music you purchased?*

What is your very favorite TV show?*

What is your favorite sport?*

Describe the ideal time with your family or friends.*

When it comes to close friends:*

I like to have many of them.

I prefer just a few.

I'm guarded and have no close friends.

When talking with my friends, I'd rather:*

Talk on the phone

Meet them face-to-face

Use email or social media

Text

My favorite restaurant is:*

Locally owned.

Is part of a chain.

I read this many blogs every week:*

1 to 3

4 to 10

More than 10

I don't read blogs

If given the choice:*

I'd rather read a 500 word blog post.

Watch a 3-minute video.

Listen to a 3-minute audio.

It absolutely drives me crazy when other people:*

I drive other people crazy whenever I:*

What is the one thing you'd most love to change about yourself?*

About Your Business/Organization

This section is strictly confidential. This entire assessment PRIVATE and only for our potential work together. It's important that I know various things about your business so I can provide high value service to you. The objective is to improve your business. NOTE: Insert NA if it doesn't apply to your situation.

Including you, how many people work in your business/organization/department?*

Think about the problems facing your business/organization/department today. Rate your current state of awareness of the constraints (the roadblocks, the bottlenecks).*

I really have no idea what my problems are.

I have some idea of what my problems are, but I'm unsure.

I have a pretty good idea.

I know exactly what my problems are.

If you had a magic wand, what business problems would you fix today?*

Describe the most urgent and important project that you need help to accomplish. Just describe your top one project - the one you think is most urgent and important right now.*

Select the best answer to describe this project.*

This project does not have direct revenue implications.

This project has direct revenue implications.

I'm not sure, but this project has the potential to generate revenues.

NA

Describe the time frame for this project. In other words, what's your best case scenario to have this project completed, or this problem solved? Do you have a deadline you'd like to hit? Provide any other details you'd like.

Are there other projects hinging on the successful completion of this project? What are they? Do you have any time tables on those projects? Again, feel free to provide any important details.